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SEC-Registered Investment Adviser

Scout Investments, INC.

CRD 111787

Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 20, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.

Registration

Status
Approved
Registered since
April 11, 2001
Principal office
1201 Walnut St, 21st Floor, Kansas City, MO 64106
Organized as
Corporation, MO
Fiscal year end
September
Other offices
1
Full record on SEC IAPD

Scale

Regulatory AUM
$36.6B
Discretionary / non-discretionary
$36.5B / $46.8M
Attributable to non-US clients
$1
Accounts
328
Clients
3
Employees
53, 24 in advisory roles
Private funds advised
3
Private fund gross assets
$3.0B
Fund types
1 hedge funds, 2 other private funds
Client assets in custody
$2.4B (2 clients)

Business, clients and compensation, as filed

Advisory activities
portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients
Compensated by
a percentage of assets under management, fixed fees and performance-based fees
Client types
individuals (other than high net worth) (196); high net worth individuals (0); banking or thrift institutions (0); investment companies (3); business development companies (0); pooled investment vehicles (8); pension and profit sharing plans (45); charitable organizations (39); state or municipal government entities (3); other investment advisers (30); insurance companies (0); sovereign wealth funds and foreign official institutions (3); corporations or other businesses (1); other (0)
Also engaged as
commodity pool operator or commodity trading advisor
Related persons include
a broker-dealer, another investment adviser, a registered municipal advisor, a banking or thrift institution, a trust company, an insurance company or agency, a pension consultant, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
Affiliates
7 broker-dealers, 9 investment advisers
Wrap fee program
Sponsors or manages a wrap fee program

Form ADV Item 11 disclosures

The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.

  • SEC or CFTC finding of a false statement or omission (Item 11C(1))
  • SEC or CFTC finding of a violation of regulations or statutes (Item 11C(2))
  • SEC or CFTC order against the firm or an affiliate (Item 11C(4))
  • SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))

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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.